MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,213,395 $162M 0.01% -205,435 13F-HR/A Timeline Group Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,191,159 $110M 8.22% +163,620 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,470,159 $74M 0.14% +211,363 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,373,218 $69.1M 3.8% +622 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,173,801 $59.1M <0.01% +92,891 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 672,920 $33.9M 0.01% +62,938 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 652,199 $32.8M 0.39% -5,641 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 550,934 $27.7M 0.84% +23,603 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 485,302 $24.4M 0.03% +281,524 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 476,155 $24M -51,636 Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 445,545 $22.5M 2.34% -6,444 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 379,793 $19.1M 0.01% -80,463 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 307,365 $15.5M 0.03% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 298,634 $15M <0.01% -32,923 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 231,991 $11.7M 0.02% +11,875 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 201,764 $10.2M 0.01% +1,171 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 194,734 $9.8M 0.01% +322 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 185,233 $9.32M 0.25% -8,222 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 182,394 $9.18M 0.02% +19,690 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 182,240 $9.17M <0.01% +18,398 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 180,115 $9.06M 0.09% -16,636 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 175,678 $8.84M 2.71% -12,074 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 170,185 $8.56M 0.02% +1,513 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 166,354 $8.37M <0.01% +34,745 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 136,547 $6.87M 0.09% -35,081 13F-HR Timeline Group Smart Money Group LLC More: the full row for Smart Money Group LLC 136,262 $6.86M 2% +3,236 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 133,731 $6.73M 0.01% -14,356 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 121,167 $6.1M 0.03% +30,750 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 118,296 $5.95M 4.23% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 114,797 $5.78M 0.01% +71,733 13F-HR/A Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 114,106 $5.74M 0.03% -32,489 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 111,828 $5.63M 0.93% -4,209 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 107,594 $5.41M 0.04% +70,989 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 105,166 $5.29M 0.33% +78,980 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 103,503 $5.21M 0.02% -6,047 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 103,421 $5.2M 1.09% +5,177 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 102,678 $5.17M 0.89% +7,531 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 95,067 $4.78M 0.16% -4,842 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 89,290 $4.49M 1.42% +7,865 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 80,859 $4.07M 0.04% -10,410 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 80,820 $4.07M 1.07% 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 79,808 $4.02M <0.01% +16,304 13F-HR Timeline Group Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 79,758 $4.01M 2.1% -1,508 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 76,887 $3.87M 0.76% +4,538 13F-HR/A Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 76,335 $3.84M 0.18% new 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 73,776 $3.71M 0.12% -68 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 72,457 $3.65M <0.01% +6,730 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 71,301 $3.59M 0.07% -19,875 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 66,211 $3.33M 0.2% +10,626 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 65,389 $3.29M 0.55% +1,461 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 64,674 $3.25M 1.79% +1,327 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 62,925 $3.17M 0.49% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 61,715 $3.11M 0.09% +7,066 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 61,470 $3.09M 0.27% -9,140 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 54,911 $2.76M <0.01% +6,498 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 53,536 $2.69M <0.01% +388 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 52,238 $2.63M <0.01% +2,135 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 51,964 $2.61M <0.01% +11,432 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 49,867 $2.51M <0.01% +4,457 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 49,699 $2.5M <0.01% -10,346 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 49,100 $2.47M 1.04% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 48,687 $2.45M 0.04% +11,434 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 45,747 $2.3M 0.02% +19,176 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 42,957 $2.17M 0.18% +3,522 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 43,057 $2.17M 0.09% +380 13F-HR Timeline Group Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 41,165 $2.07M 0.57% +1,004 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 40,464 $2.04M 0.02% -204 13F-HR Timeline Group Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 40,451 $2.04M 0.8% -1,939 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 40,384 $2.03M 0.12% +116 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 40,020 $2.01M 0.16% +5,013 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 37,727 $1.9M 0.35% +5,119 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 36,250 $1.82M 0.07% -400 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 34,154 $1.72M 0.41% -1,000 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 33,780 $1.7M 0.04% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 33,473 $1.68M <0.01% +10,355 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 33,025 $1.66M 0.14% -4,982 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 32,172 $1.62M <0.01% +1,444 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 30,892 $1.55M 1% +4,261 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 30,777 $1.55M 0.1% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 30,425 $1.53M 0.03% +5,250 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 29,779 $1.5M 0.04% 0 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 28,443 $1.43M 1.19% -3,086 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28,168 $1.42M <0.01% +9,462 13F-HR/A Timeline Group COMERICA BANK More: the full row for COMERICA BANK 27,053 $1.36M 0.01% -1,581 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 25,522 $1.28M 0.12% +4,970 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 25,434 $1.28M 0.01% -120 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 25,428 $1.28M 0.01% -8,199 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 24,692 $1.24M <0.01% +11,300 13F-HR Timeline Group MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 24,073 $1.21M 0.43% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 23,528 $1.18M 0.01% +1,455 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 23,314 $1.17M 0.31% 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 23,260 $1.17M 0.05% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 22,612 $1.14M 1.07% 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 22,579 $1.14M <0.01% -619 13F-HR Timeline Group Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 22,045 $1.11M 0.23% +3,147 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 21,965 $1.11M 0.03% +632 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 21,535 $1.08M 0.06% -1,018 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 21,425 $1.08M 0.01% +6,301 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 21,197 $1.07M <0.01% -3,016 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 21,027 $1.06M 0.26% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 20,868 $1.05M 0.03% -1,381 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20,719 $1.04M 0.02% -550 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 20,188 $1.02M 0.05% +49 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 19,988 $1.01M <0.01% -12,352 13F-HR Timeline Group Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 19,908 $1M 0.18% 0 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 18,628 $937K 0.58% -252 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 17,850 $898K 0.91% +3,633 13F-HR Timeline Client First Capital LLC More: the full row for Client First Capital LLC 17,848 $898K 0.38% +9,044 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 17,498 $880K 0.11% +4,242 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 17,470 $879K 0.04% new 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 17,174 $864K 0.49% -565 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 17,004 $856K 0.27% +7,711 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 15,782 $794K 0.1% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 15,460 $778K 0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 15,103 $760K 0.28% +786 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 15,000 $755K 0.05% -8 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 14,016 $705K 0.07% 0 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 13,808 $695K 0.18% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 13,737 $691K 0.08% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 13,476 $678K 0.09% +89 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 12,748 $641K 1.94% 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 12,297 $619K 0.2% -1,200 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,924 $602K 0.01% +57 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 11,822 $595K <0.01% +4,303 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,736 $591K 0.02% -5,576 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,650 $586K 0.01% +9,613 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 10,755 $541K 0.07% +3,170 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,591 $533K 0.01% +582 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 10,534 $530K 0.02% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 10,500 $528K 0.01% 0 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 9,169 $461K <0.01% new 13F-HR Timeline Group KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 9,066 $456K 0.23% -450 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 9,061 $456K 0.17% -366 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 8,854 $446K 0.1% +144 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,691 $437K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,640 $435K 0.01% +155 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 8,460 $426K 0.32% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 8,460 $426K 0.32% new 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 8,000 $403K 0.22% 0 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 7,750 $390K 0.04% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,683 $387K 0.01% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 7,532 $379K 0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,478 $376K 0.01% -3,418 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 7,476 $376K 0.01% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,462 $375K 0.01% +1,336 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 7,300 $367K 0.04% 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 7,223 $363K 0.09% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,137 $359K 0.01% +2,303 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 7,000 $352K 0.3% +4,000 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,938 $349K 0.01% +71 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,865 $345K <0.01% -10,824 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 6,735 $339K 0.08% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,679 $336K 0.02% 0 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 6,649 $335K 0.06% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 6,574 $331K 0.11% +13 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 6,366 $320K 0.11% +10 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,224 $313K 0.02% +2,106 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 6,149 $309K 0.13% -30 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 6,039 $304K 0.05% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 6,010 $302K <0.01% new 13F-HR/A Timeline Group BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 5,880 $296K 0.08% +56 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 5,808 $292K 0.13% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,614 $283K <0.01% +1 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 5,485 $276K 0.24% 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 5,442 $274K 0.06% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 5,421 $273K 0.09% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 5,377 $272K 0.13% -1,094 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 5,383 $271K 0.17% 0 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 5,300 $267K 0.15% 0 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 5,297 $267K 0.14% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,148 $259K <0.01% -191 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,037 $253K 0.01% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,000 $252K 0.01% new 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 4,961 $250K 0.05% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,854 $244K 0.02% +465 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,714 $237K <0.01% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,714 $237K 0.02% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,497 $226K <0.01% new 13F-HR/A Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,485 $226K 0.03% +42 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,370 $220K 0.01% -1,123 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 4,343 $219K 0.13% -492 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,279 $215K <0.01% -986 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 4,227 $213K 0.11% 13F-HR Timeline Independent Wealth Network Inc. 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